Zachary J Capaldo

Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 10/2016
  Mml Investors Services
  Bala Cynwyd, PA
• 11/2014 → 10/2016
  Mass Mutual
  Bala Cynwyd, PA
• 11/2016 → 11/2019
  Kestra Financial, Inc
  Fort Washington, PA
• 11/2016 → 11/2019
  Lincoln Benefits Group
  Fort Washington, PA
• 11/2016 → 11/2019
  Nfp Retirement, Inc
  Fort Washington, PA
• 11/2019 → 01/2021
  Massmutual
  Springfield, MA
• 11/2019 → 01/2021
  Mml Distributors, Llc
  Norristown, PA
• 01/2021 → Present
  Gwfs Equities, Inc.
  Boston, MA

Previous Registrations

• 2016-11-15 → 2019-11-12
  Wealthspire Retirement Advisory
  Ford Washington, PA
  Aliso Viejo, CA
  Warrington, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-27
• S63 Uniform Securities Agent State Law Examination
  2015-03-07

Other Names

• Zachary Joseph Capaldo
• Zachary Joseph Capaldo